Senior Finance Analyst, FP&A
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.
Asset Management Regulatory Communications business supports the interims & proxy functions of Mutual Funds and other asset management clients. This includes regulatory reporting for Annual & Semi-Annual Reporting, Summary Prospectus, Beneficial & Registered Mutual Fund Proxy, and various data platform tools to best support shareholder engagement
Hosting, filing, and assisting clients with regulatory requirements are the key functions of this business to ensure clients are meeting SEC-mandated regulatory requirements
Key Tasks:
- Providing detailed financial reporting, forecasting, analysis and support for Asset Management Regulatory Communications
- Provide proactive financial support to the Asset Management Reg Comm FP&A team leads, including ad-hoc initiatives and special projects
- Partner with Asset Management Reg Comm business as well as other finance-related teams to collaborate and deliver on objectives.
- Partnering with the Financial Accounting and Revenue Management departments to ensure monthly close procedures are adhered to and ensure accurate reporting of business performance.
- Participating in ad-hoc projects within the Asset Management Reg Comm FP&A team and internationally (alongside US colleagues and other international business units), assisting in determining and implementing enhancements to reporting systems and processes.
- Data gathering across different revenue & expense reports to assist with developing monthly/quarterly/annual reporting deliverables while providing key insights into major drivers
- Assist Asset Management Reg Comm FP&A team with gathering external non-finance reports, including Interim, Proxy, and other key reporting metrics that support core parts of the business to utilize for deeper analysis.
- Support expense reporting initiatives such as labor, professional services, and other key expense areas that provides visibility to FP&A team & key business partners.
- Supportmonthly financial consolidations by gathering data/inputs from multiple sources to ensure timely and accurate reporting across business units
- Assist with preparing financial reporting packages for Asset Management Reg Comm, analyzing variances, identifying trends, and providing actionable commentary for leadership review
- Perform India/domestic headcount reconciliations and reporting, ensuring alignment between payroll systems and finance records, and partnering with HR to resolve discrepancies
- Prepare forecast loading activities by validating submission templates, coordinating with regional teams, and ensuring that forecast data is accurate before providing support documentation to Asset Management Reg Comm FP&A team.
- Any other work provided by Asset Management Reg Comm FP&A team.
The ideal candidate would be methodical, inquisitive and driven with 4-8 years' experience in in an international and multi-currency environment, preferably within the Fintech industry.
You will be able to demonstrate:
- Consistent delivery of high levels of productivity, efficiency and quality with a passion for metrics and statistics.
- Excellent written and communication skills, most notably in English.
- Strong organizational skills and high attention to detail.
- Accountability and ownership, ensuring tasks are closed out in an efficient and timely manner.
- Pro-activity in seeking process improvements to support own department and business.
- The ability to develop strong, collaborative relationships, fostering teamwork and gaining the confidence and trust of others whilst also challenging assumptions when necessary.
- Experience of handling multiple demands and competing priorities, even in complex situations and projects.
- Anticipation and the ability to deal constructively with unexpected challenges or sudden changes in priorities, whicharise from working in a fast-moving environment.
- Strong Excel skills required to V-Lookup and Pivot Table level and ability to manipulate large data sets in order to analyze trends inherent within.
- Ability to work in a virtual team, with colleagues in the Cluj office but also located in London, Stockholm, Singapore, France and the USA.
- Experience in using Oracle Fusion, IBM Cognos and Microsoft Office and preferably also PowerBI (desirable but not essential).
#LI-Hybrid
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
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As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
- Fertility Benefits
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
- Work-From-Home Stipend
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Happy Hours
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
- Volunteer Time Off
- Unlimited Paid Time Off
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Performance Bonus
- Financial Counseling
- Relocation Assistance
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Leadership Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
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